Keep What You Earn

Shannon Weinstein
  • 5.0 (193)
  • 创业
  • 一日一更

Keep What You Earn is a podcast for entrepreneurs of all levels to use their financial information as a source of inspiration rather than intimidation. Your host, Shannon Weinstein, is a CFO, CPA and business mentor with a knack for simplifying the complex concepts of money into everyday examples and analogies you can actually understand. Join Shannon and her guests as we unlock new growth strategies, tax tips and mindset shifts so you can scale your business with confidence. [Disclaimer: Any opinions, recommendations, and tips offered on this podcast or other social media forums do not constitute individual tax or accounting advice. This content is designed to provide education and awareness about financial topics and responsibility for the benefit of the general public. Please consult a professional before implementing any of the suggestions made by Shannon or Keep What You Earn Co.]

  1. 14小时前

    Finding Your Marketing Focus with Amber Frankhuizen

    Dive deep into the intersections of finance and marketing with guest Amber from AF Marketing. They explore the importance of data-driven decisions in marketing, understanding customer acquisition costs, and the lifetime value of customers. Shannon and Amber discuss the significance of consistent branding, effective use of referral programs, and the unprecedented value of training and empowering team members. Amber shares her wisdom on establishing a strong personal brand and leveraging it for business growth, all while staying true to your core values and mission. This episode is packed with practical tips and actionable strategies to help business owners scale their operations and boost profitability.   What You'll Hear [0:45] Welcoming Amber and Discussing Finance and Marketing [2:03] The Lure of Marketing and Its Scientific Nature [4:00] Effective Marketing Strategies for New Businesses [4:30] Understanding Your Market and Positioning [8:40] Building a Personal Brand [14:15] Focusing Your Marketing Efforts [21:10] Data-Driven Marketing Decisions [21:40] Sales and Marketing Alignment [22:10] Frontline Staff Training [23:05] Importance of Tracking Marketing Data [24:00] Identifying and Doubling Down on Effective Strategies [24:50] Challenges with Marketing Agencies [26:55] Role of a CMO in Business Growth [27:50] Empowering Your Team for Success [30:40] Creating Consistent Brand Guidelines   Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/   Connect with Shannon: https://www.linkedin.com/in/shannonweinstein Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Follow along on IG: https://www.instagram.com/shannonkweinstein/   Connect with Amber: https://www.linkedin.com/in/amberfrankhuizen/ Explore more on her website: https://afmktg.com/amber-frankhuizen Follow Amber on IG: https://www.instagram.com/amberincalifornia/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.

    39 分钟

  2. 8月25日

    Your Finance Hire - Dos and Don'ts

    Today, we will address a critical pain point for businesses hitting the $5 million revenue mark: knowing when to bring your finance function in-house. Shannon discusses the drawbacks of relying solely on outsourced bookkeepers and CPAs and delves into the benefits of hiring a fractional CFO. From understanding how to lead a finance team effectively to knowing the technical skills required, this episode offers invaluable insights for business owners who want to retain more profits while minimizing risks. Shannon also explains the advantages of fractional CFOs in bridging the gap between outgrowing a bookkeeper and not yet being ready for a full-time CFO hire. The episode wraps up with practical tips on how to make strategic finance hires and ensure you are getting the best talent for your needs.   What You'll Hear [0:45] The Challenges of Scaling Finance Functions [3:10] The Importance of Leadership in Finance [4:45] The Role of Fractional CFOs [8:05 Hiring and Evaluating Finance Talent [13:40] Maximizing Customer Value   Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/   Connect with Shannon: https://www.linkedin.com/in/shannonweinstein Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Follow along on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.

    14 分钟

  3. 8月20日

    Profit Sharing Options for Employees with Rob Gallaher

    In this episode, Shannon dives into the transformative potential of profit sharing with expert guest Rob Gallagher. Rob, a successful business owner, shares his journey from the grueling early days of entrepreneurship to a thriving, profitable enterprise powered by a well-crafted profit sharing program. Learn the ten critical rules to structuring a successful profit sharing scheme, from making it substantial and attainable to the importance of education and financial wellness for employees. Rob discusses real-life examples, potential hurdles, and the tremendous benefits, including increased profits and improved work-life balance. This episode is packed with actionable insights ideal for business owners looking to implement profit sharing and inspire an ownership mentality among their teams. Tune in to discover how to supercharge your business's success through effective profit sharing strategies.   [1:20] The Struggles and Realizations of a Business Owner [3:10] Discovering and Implementing Profit Sharing [4:22] The Challenges and Evolution of Profit Sharing [7:50] The Importance of Monthly Profit Sharing [9:15] Rules for a Successful Profit Sharing Program [14:20] Essential Elements for Implementing Profit Sharing [23:40] Final Thoughts and Encouragement 25:10 The Power of Team Collaboration [26:15] Educating Employees on Profit Sharing [27:00] Sharing Financials with Employees   Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/   Connect with Shannon: https://www.linkedin.com/in/shannonweinstein Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Follow along on IG: https://www.instagram.com/shannonkweinstein/   Connect with Rob: Instagram: https://www.instagram.com/robertgallaher/?hl=en LinkedIn: https://www.linkedin.com/in/robertgallaher/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.

    51 分钟

  4. 8月18日

    Meet KWYE's Newest CFO, Erica

    Join Shannon, as she introduces the newest team member, Erica Barrow, to 'Keep What You Earn Co'. With a unique background in forensic accounting and military experience, Erica brings a fresh perspective to boosting client success. Discover their collaborative approach to solving financial puzzles and empowering business owners to make smarter decisions. Tune in for insights on how this dynamic team navigates challenges, offers critical advice, and continues to evolve for the benefit of their clients. What You'll Hear: [0:45] Meet Erica Barrow: Our New Team Member [2:45] The Role of a CFO: Misconceptions and Realities [6:00] Client Interactions and Unique Approaches [7:25] The Value of Collaborative Financial Management [9:15] Surprises and Challenges in Financial Services [11:30] Continuous Growth and Evolution   Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/   Connect with Shannon: https://www.linkedin.com/in/shannonweinstein Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Follow along on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.

    16 分钟

  5. 8月13日

    Luxury Travel & Perks for Business Owners with Eli Facenda

    Ready to unlock a life of luxury travel without breaking the bank? In this episode, Shannon sits down with Eli Facenda, the “Eli Travel Guy,” to reveal how business owners can experience bucket-list adventures, maximize credit card points, and design a business that funds your dream lifestyle.   What You'll Hear: [2:00] The 3 big myths stopping entrepreneurs from traveling [8:10] The “Experiential Millionaire” framework: designing a business that funds your dream lifestyle [13:00] How travel can actually increase your business’s value [16:30] The 3-bucket system for maximizing points and perks [24:50] Pro tips for picking the right credit cards and avoiding common mistakes [41:00] Eli’s free playbook & final inspiration to start living your travel dreams   Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/   Connect with Shannon: https://www.linkedin.com/in/shannonweinstein Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Follow along on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.

    44 分钟

  6. 8月6日

    What to Expect From Your CFO with Pam Jordan

    In this episode, Shannon sits down with Pam Jordan, an experienced CFO and founder of Pivot Business Group. Together, they demystify the role of a CFO, discuss the differences between CFOs, CPAs, and bookkeepers, and share actionable advice for business owners looking to scale and build enterprise value.   What You'll Hear: [5:00] What is a fractional CFO? [10:00] The difference between CFOs, CPAs, and bookkeepers [20:00] How to get value from your CFO, even with messy books [30:00] The importance of goals and “money trauma” [40:00]Building a flexible, family-friendly business model   Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/   Connect with Shannon: https://www.linkedin.com/in/shannonweinstein Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Follow along on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.

    46 分钟

  7. 7月30日

    How to Create Enterprise Value for Your Business

    In this episode, Shannon breaks down the essential steps to building enterprise value in your business. Whether you’re planning to scale, sell, or simply want to create a more resilient and valuable company, Shannon shares practical strategies and mindset shifts to help you get there. Tune in to focus on intentional budgeting and aligning expenses with your growth goals.   What you'll hear in this episode: [1:40] The Power of SOPs, Processes, and Documentation [3:35] Managing Risk: Tax, Legal, and Cybersecurity Essentials [7:15] Building a Business People Want to Work For (Culture & Attractiveness) [9:50] Reducing Key Man Risk & Empowering Your Team [12:25] Aligning Costs with Profit & Offers   Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/   Connect with Shannon: https://www.linkedin.com/in/shannonweinstein Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Follow along on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.

    13 分钟

  8. 7月28日

    Why Enterprise Value is the Goal

    In this episode we will dive into the final phase of the Profitable Scaling Playbook: building enterprise value. Shannon breaks down what enterprise value means and why it's crucial for scaling and ultimately selling your business. She emphasizes the importance of risk mitigation, the need for replicable and transferable operations, and how to avoid over-reliance on the owner. Tune in to learn actionable steps to maximize your business's value, from maintaining positive cash flow to reducing keyman risk and developing robust SOPs.   Don't miss Shannon's insights on ensuring your business can thrive without you, positioning it for a successful future sale or continuous growth.   What you'll hear in this episode: [0:45] Understanding Enterprise Value [2:15] Risk Mitigation and Management [4:55] Keyman Risk and Personal Brand Challenges [6:05] Building Systems and Processes for Scaling [6:35] Maximizing Customer Value   Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/   Connect with Shannon: https://www.linkedin.com/in/shannonweinstein Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Follow along on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.

    7 分钟
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关于

Keep What You Earn is a podcast for entrepreneurs of all levels to use their financial information as a source of inspiration rather than intimidation. Your host, Shannon Weinstein, is a CFO, CPA and business mentor with a knack for simplifying the complex concepts of money into everyday examples and analogies you can actually understand. Join Shannon and her guests as we unlock new growth strategies, tax tips and mindset shifts so you can scale your business with confidence. [Disclaimer: Any opinions, recommendations, and tips offered on this podcast or other social media forums do not constitute individual tax or accounting advice. This content is designed to provide education and awareness about financial topics and responsibility for the benefit of the general public. Please consult a professional before implementing any of the suggestions made by Shannon or Keep What You Earn Co.]

信息

  • 创作者
    Shannon Weinstein
  • 活跃年份
    2021年 - 2025年
  • 单集
    814
  • 分级
    儿童不宜
  • 版权
    © 2025 All rights reserved Fitnancial Solutions LLC dba Keep What You Earn Co.
  • 节目网站
    Keep What You Earn

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